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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,932 | $100,194-65.1% | $122,979-71.6% | $86,983-59.8% |
| Participation rate | 25.4% | 73.0%-47.5pp | 77.2%-51.8pp | 69.5%-44.1pp |
| Annual return | 14.41% | 16.47%-2.1pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,025 | $4,133-75.2% | $5,003-79.5% | $4,194-75.6% |
| Admin fee / account holder | $120 | $10,148-98.8% | $12,864-99.1% | $7,856-98.5% |